Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Westell WSTL -- Ignore unavailable to you. Want to Upgrade?

To: Michael F. Donadio who wrote (19950)	8/8/2000 7:23:01 PM
From: Emile Vidrine	Read Replies (2) \| Respond to of 21342

CSCO ceo spoke at conference and said adsl "red, red hot" Also Cramer said he has been buying all day because of this. CSCO ceo also said that they were on the acquisition trail of red hot adsl companies.

To: Michael F. Donadio who wrote (19950)	8/8/2000 7:41:56 PM
From: add	Respond to of 21342

Obviously the market is trying to figure of th implications of the NPNT/VZ deal today. WSTL moved down today and up in the aftermarket. Let me try to figure this out. NPNT sells mostly SDSL and most of the modems are from NTPA, with DSLAMS from CMTN. They do not do ADSL very much as they only recently started. Only about 66K lines total VZ does mostly ADSL for residential. About 220K lines total. They will move all the DSL biz to NPNT and NPNT will remain operational managers. VZ will not be in operational control! I think the sell-off today was fear that NPNT would use CMTN, EFNT's or someone else's equipment for ADSL. So the sell off.This is insane. CMTN does not sell ADSL equipment. NTPA sells a ADSL router for small biz, not residential. They too only just started selling that. Its only EFNT that has ADSL modems that NPNT started using. Only a very few of those. Although a move to EFNT possible, it is more likely that they use WSTL given the lines installed. 220,000 to a few thousand ADSL lines, which way do you think its going to go? This may have an effect on WSTL's plans for any SDSL equipment. It doesn't really have much now so I don't see major effect if any. Secondly, the deal won't be complete until January. Integration ,as the CEO of NPNT said ,will take a while. So I see no effect positive or negative for WSTL for about a year. As people digest this, I think the price will move back up. Which is what I think happened in the aftermarket. The CSCO number is aslo great for everyone, except shorts. I expect a good move up tomorrow.